Timothy A Ungarean Jr.

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2025 → Present
  Morgan Stanley
  Pittsburgh, PA
• 05/2023 → 07/2023
  Jks Financial
  Pittsburgh, PA
• 05/2022 → 08/2022
  The Pittsburgh Golf Club
  Pittsburgh, PA
• 08/2020 → 12/2024
  University Of Pittsburgh
  Pittsburgh, PA
• 05/2015 → Present
  N/A
  N/A, PA

Exams

• S66 Uniform Combined State Law Examination
  2026-01-12

Other Names

• Timothy Ungarean
• Timothy A Ungarean Jr
• Timothy A. Ungarean Jr.